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Teradyne: Great Run, Moving To Hold On Valuation (Rating Downgrade)

Source: SeekingAlpha

2025-10-15 12:49:03 ET

Last time I wrote about Teradyne, Inc. ( TER ), I reiterated my Buy rating. The setup in automotive test and robotics was messy, but the stock’s underperformance gave me a margin of safety. The core idea was straightforward: AI-related compute is driving higher test intensity, expanding ATE demand, and TER had room to take share from Advantest....

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Teradyne: Great Run, Moving To Hold On Valuation (Rating Downgrade)
Advantest Corporation

NASDAQ: ADTTF

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